KFA
DD

Kelleher Financial Advisors’s Du Pont De Nemours E I DD Stock Holding History

Kelleher Financial Advisors’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,606
Closed -$291K – 88
2017
Q2 		$291K Hold
3,606
– – 0.56% 59
2017
Q1 		$289K Hold
3,606
– – 0.62% 58
2016
Q4 		$264K Hold
3,606
– – 0.15% 110
2016
Q3 		$241K Hold
3,606
– – 0.14% 111
2016
Q2 		$233K Sell
3,606
-570
-14% -$37.4K 0.14% 113
2016
Q1 		$264K Buy
4,176
+570
+16% +$34.1K 0.15% 127
2015
Q4 		$240K Sell
3,606
-58,101
-94% -$3.69M 0.16% 97
2015
Q3 		$2.97M Sell
61,707
-5,527
-8% -$295K 1.97% 17
2015
Q2 		$4.08M Sell
67,234
-105
-0.2% -$7.07K 2.33% 10
2015
Q1 		$4.57M Sell
67,339
-2,215
-3% -$158K 2.52% 7
2014
Q4 		$4.88M Hold
69,554
– – 2.62% 6
2014
Q3 		$4.58M Sell
69,554
-869
-1% -$54.7K 2.48% 9
2014
Q2 		$4.38M Sell
70,423
-358
-0.5% -$23K 2.28% 8
2014
Q1 		$4.51M Hold
70,781
– – 2.45% 7
2013
Q4 		$4.37M Buy
70,781
+5,160
+8% +$298K 2.26% 8
2013
Q3 		$3.65M Sell
65,621
-1,316
-2% -$71.9K 2.08% 11
2013
Q2 		$3.34M Buy
+66,937
New +$3.38M 2.04% 13

Other funds holding DD

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
LA
Lau Associates Greenville, Delaware $201M AUM 26.29% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
CCT
Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Kelleher Financial Advisors's DD Position: Q3 2017 in Review

Kelleher Financial Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 3,606 shares — an estimated $291K sold.

Kelleher Financial Advisors first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $4.88M in Q4 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Kelleher Financial Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Kelleher Financial Advisors sold 3,606 Du Pont De Nemours E I shares in Q3 2017, an estimated $291K.
  • Kelleher Financial Advisors first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • Kelleher Financial Advisors's Du Pont De Nemours E I position peaked at $4.88M in Q4 2014.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Kelleher Financial Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.